How-to SugarCRM

Leverage our experience with How To guides for SugarCRM and Act-On software.

How ‘How to’ guides are a great resource to learn new tips and tricks with SugarCRM and Act-On software.

We implement dozens of new CRM projects each year and learn a trick or two while we’re at it.  We’re not a hoarder of great intel on how to make the most out of your investments and we like to share.

Get the most from your SugarCRM Preview pane

SugarCRM is constantly improving the system to enhance the end user experience and to make the system even more user-friendly and efficient. One of the additions Sugar has made is the ability to edit the...

Round Robin Activities and Actions with SugarCRMs’ Advanced Workflow

When building Process Definitions in Sugars' Advanced Workflow tool, you will find an Action or Activity event to reassign the Sugar record or process flow via a round robin method. The round-robin method will reassign...

Changing fields through Multi-Layer relationships in Sugar

With the release of Sugar Winter '19 (8.3) SugarCRM has introduced to Advanced Workflow the ability to via a process definition to change the value of a field not only on the target record...

New Tagging Feature with SugarCRM

Sugar records now have the ability to be defined by ‘Tags’. Tags are user-created keywords or phrases that allow the user to easily find, group and classify data by common characteristics. One of the...

How to create a discount approval Process Definition

It's not uncommon for businesses to have a limit of how big a discount an employee can give without approval from a higher tier but what happens when the discount does require approval, are...

Creating Related Records Through Multi-Layer Relationships

Within process definitions, there is the ability to automate the creation of a related record based on certain criteria. However, with the constant development of Sugar to aid in the ease of use for...
SugarCRM Data Cleanse

5 ways to improve data quality in SugarCRM

You've heard the saying: a CRM is only as good as the data inside it" For many businesses, the CRM is the central hub of customer and prospect data.  The hub that drives marketing automation, and influences...

How to update records in Sugar via import

It's a common occurrence that businesses often need to update the data in their CRM from information that they have received via a spreadsheet, but... the big question is what's the easiest way to update...

How to schedule Reports with SugarCRM

Reports can be created in Sugar to allow users to manage/generate data from various modules to produce vital information for their Organisation. There are four types of reports that can be built in Sugar...
How to convert a Lead SugarCRM

How to convert a Lead in SugarCRM

The 'Convert' option in Sugar enables users to convert a Lead record into a Contact and Account record as and when the Lead qualifies according to your organisations' practices. When to convert a Lead Knowing to...
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